順豐同城(9699.HK)1月漲勢明顯,後疫情時代同城配送需求日漸增加
格隆匯1月18日丨春節臨近,順豐等多家快遞公司紛紛開啟“春節不打烊”模式。1月初以來,順豐同城(9699.HK)的股價也走出明顯升勢,截至目前,該股月內累漲近18%,股價創去年3月以來新高。近日,順豐同城與南京大牌檔、知味觀、同慶樓、炳勝、昆明飯店、香格里拉等多地高端餐飲品牌達成合作,並與騰訊智慧零售聯合開設年夜飯專區,高標準打造年夜飯專送服務。據瞭解,1月5日起至1月20日期間,北上廣深的市民,打開微信“服務”,點擊“騰訊薈聚”小程序,進入“福利”欄目,點擊右上角“附近優惠”即可找到年夜飯專區入口。另外,春節臨近,順豐等多家快遞企業開啟春節運營模式,並向客户發送了漲價通知。還值得注意的是,順豐同城2022年12月與抖音生活服務正式達成“團購配送”合作,逐步實現團購套餐“全城平均1小時達”。目前,此項服務已在多個城市試點上線。機構稱,後疫情時代,即時零售趨勢推動綫上消費習慣養成。隨着國內疫情放開,食品、生鮮、生活百貨、藥品等同城配送需求日漸增加,帶動配送服務市場持續蓬勃發展,順豐同城值得關注。東吳證券稱,消費變遷加速即時配送行業成長,預計順豐同城2025年即時配送總訂單量774億單,相比2021年還有151%空間。隨着商家對自建流量獲取渠道的需要日益增加,客户對即時配送的要求日益複雜、非標化,第三方服務商的價值正在逐步顯現。2020年第三方配送訂單量為30億單,在行業訂單量中佔比14%,艾瑞諮詢預計2025年提升到21%,對應訂單量163億單。

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